4.4. User Guide. Self-Service Desktop Migrator. Notes Migrator for Exchange

Transcription

1 Notes Migrator for Exchange Self-Service Desktop Migrator 4.4 User Guide

2 Quest Notes Migrator for Exchange Self-Service Desktop Migrator Notes Migrator for Exchange Self-Service Desktop Migrator User Guide Updated - April 2011 (Doc ID 112) Software Version Quest Software, Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use, without the written permission of Quest Software, Inc. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters Web: LEGAL Dept legal@quest.com 5 Polaris Way Aliso Viejo, CA USA Refer to our Web site for regional and international office information. TRADEMARKS Quest, Quest Software, and the Quest Software logo are trademarks and registered trademarks of Quest Software, Inc. in the United States of America and other countries. For a complete list of Quest Software s trademarks, please see Other trademarks and registered trademarks are property of their respective owners. DISCLAIMER The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document.

3 CONTENTS INSTRUCTIONS AND APPLICATION NOTES OVERVIEW OF SELF-SERVICE DESKTOP MIGRATOR BEFORE YOU BEGIN RUNNING THE SELF-SERVICE DESKTOP MIGRATOR WELCOME SCREEN SPECIFY DATA FOR MIGRATION SPECIFY NOTES LOGIN INFORMATION SELECT NOTES ADDRESS BOOKS TO MIGRATE SELECT NOTES ARCHIVE FILES TO MIGRATE SELECT NOTES LOCAL MAIL FILE REPLICA TO MIGRATE SELECT DATE AND SIZE FILTERS SELECT PROFILE SPECIFY DIRECTORY FOR MIGRATED ARCHIVE SELECTION SUMMARY VALIDATIONS FOR USER ID, SCHEDULED "WINDOW" AND USAGE VOLUME MIGRATING DATA MIGRATION REPORT WHEN YOU ARE FINISHED ABOUT QUEST SOFTWARE CONTACTING QUEST SOFTWARE QUEST SUPPORT

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5 Instructions and Application Notes Overview of Self-Service Desktop Migrator Before You Begin... Running the Self-Service Desktop Migrator Welcome Screen Specify Data for Migration Specify Notes Login Information Select Notes Address Books to Migrate Select Notes Archive Files to Migrate Select Notes Local Mail File Replica to Migrate Select Date and Size Filters Select Profile Specify Directory for Migrated Archive Selection Summary Validations for User ID, Scheduled "Window" and Usage Volume Migrating Data Migration Report When You Are Finished If Mail Folders Do Not Open After Migration

6 Notes Migrator for Exchange Notes Migrator for Exchange Overview of Self-Service Desktop Migrator Notes Migrator for Exchange Self-Service Desktop Migrator (SSDM) is a program that can migrate your local mail file replicas and personal address books from Lotus Notes to your Exchange mailbox, and migrate your Notes archives into Outlook personal folder (.pst) files. As part of the migration process, the program converts Notes-format addresses into standard SMTP format (the Internet-standard Simple Mail Transfer Protocol) so that you can reply to all migrated messages, and so all of your migrated contacts will work from your new Exchange server. The program can also migrate your calendar data and tasks. Address books are converted to Exchange contacts so you can continue to use the same familiar nicknames that you used in Notes. You can also access other data such as phone numbers and mailing addresses. The Self-Service Desktop Migrator may be customized by your administrator to not show some of the options available on some screens, or to skip some screens altogether if they are irrelevant to your organization s migration strategy. Some of the items and screens described in this Guide therefore may not appear in your program run. This User Guide provides operating instructions for running the Self-Service Desktop Migrator. Each user must run this program independently, from his or her own desktop, or an administrator may run the program on behalf of an end user (by the user s login credentials), at the user s desktop. Follow the instructions provided by your mail administrator to choose configuration settings within this tool. Before You Begin... IMPORTANT: Any antivirus software on your computer must be configured to not scan the Quest program files directory or %temp% directory, or may simply be temporarily turned off. In either case, you can restore it after the SSDM completes its run. If an antivirus scan misinterprets an NME temporary file as a threat, it will try to "clean" the file, which will generate an error when the SSDM program call fails. If you don t know how to reconfigure or turn off your antivirus software, ask your system administrator for help. Some functions of the Quest desktop migrator are incompatible with antivirus software. You can then turn the application back on after the Self-Service Desktop Migrator has completed its run. 6

7 User Guide Running the Self-Service Desktop Migrator When you start the Self-Service Desktop Migrator, the program displays its Welcome screen to identify itself and welcome you to the process. Welcome Screen Review the welcome message and click Next to begin the process. Specify Data for Migration Select the type(s) of data you want to migrate, and click Next. The program migrates encrypted messages by decrypting them prior to migration. The program does not re-encrypt messages in Exchange. 7

8 Notes Migrator for Exchange Notes Migrator for Exchange Specify Notes Login Information Enter the information the program will need to process your messages, and click Next. Select Notes Address Books to Migrate This screen appears only if you have told the program (in the Specify Data for Migration screen) that you want to migrate address books. If you will not migrate address books, this screen will not appear and you may skip this step. This screen lets you specify which address books you want to migrate. You can move all address books, or select individual address books for migration now and move the rest at a later time. It's usually better to migrate all of the address books at once, since some address books may contain objects that are linked to objects in other address books. 8

9 User Guide Some of the address books in the displayed list may be corporate address books with large numbers of users, and these probably will be migrated by your system administrator (do not select them yourself). Mark the checkboxes next to the address books you want to migrate, and click Next. Select Notes Archive Files to Migrate This screen appears only if you have told the program (in a prior screen) that you want to migrate archives. This screen prompts you to specify where your Notes archives are located, and then to specify which of the Notes archive files in that location you want to migrate. When you migrate to Outlook, each archive is stored in a separate.pst file. If you will not migrate archives, this screen will not appear and you may skip this step. Otherwise: Use the Browse feature to specify the directory that contains your Notes archives. Then mark the checkboxes of the archives you want to migrate, and click Next. 9

10 Notes Migrator for Exchange Notes Migrator for Exchange Select Notes Local Mail File Replica to Migrate This screen appears only if you have told the program (in a prior screen) that you want to migrate your local mail file replica. This screen prompts you to specify where your Notes local mail file replica is located, and then to specify which one of the files in that location is your replica file. (You can migrate only a single mail replica file at a time.) Note that your migrated replica will not include any messages you may have received between the time your mail file was last replicated, and the time that you migrate the replica file, since any such messages would reside only in your server mail file. Use the Browse feature to specify the directory that contains your Notes mail file replica. Then mark the checkbox to designate the replica file, and click Next. 10

11 User Guide Select Date and Size Filters This screen appears only if your administrator has configured the program to offer these filtering options. Select the desired date and attachment size filter settings, and click Next. Mail dates: You may use date-based filtering to limit the amount of data that is moved, or move all data. Attachment sizes: You may use size-based filtering to limit the amount of data that is moved, or move all data. Migrating only attachments smaller than a specified size will reduce the amount of disk space needed to create the new.pst files or server database. Note: Even if you filter attachments based on size, all messages are migrated. The filter excludes only attachments that exceed the size limit; the messages to which oversized attachments were attached are still migrated. 11

12 Notes Migrator for Exchange Notes Migrator for Exchange Select Profile The Select Profile screen appears only if the program finds more than one Outlook profile on your desktop. Ordinarily, you will have multiple profiles only if you have multiple accounts or if you are sharing your computer with another user. Current Outlook profiles are listed in the Profiles list. Select the profile into which the program should migrate your migrated Notes data, and click Next. 12

13 User Guide Specify Directory for Migrated Archive This screen appears only if you have told the program (in a prior screen) that you want to migrate your Notes archive. The screen asks you to specify a directory where the archive will be placed when it is migrated. Click Next to specify the displayed Outlook Default Directory unless your administrator has told you to use some other directory. To specify another directory, use the Browse feature to specify the path, and click Next. 13

14 Notes Migrator for Exchange Notes Migrator for Exchange Selection Summary This screen shows the options you have chosen for this program run. If you want to change any of these values, click Back to return to any screen(s) and change any value(s). Then click Next to return to this screen. When the options shown here describe what you want to accomplish, click Next to begin the migration. 14

15 User Guide Validations for User ID, Scheduled "Window" and Usage Volume Your migration administrator(s) can regulate user execution of this SSDM application to avoid processing bottlenecks that might otherwise occur if too many users try to run the SSDM at the same time. When you click Next from the Selection Summary screen, the program checks to validate: Your User ID: If your User ID is not in the database of migrating users, the program posts an error message and does not let you run the SSDM. Your migration "window": Your migration admin may have scheduled a "window" of time on a particular date that you and other users in your migration group are eligible to migrate. If you are trying to run the SSDM before or after your migration window, or if you or your migration group has not been scheduled to migrate, the program posts an error message and does not let you run the SSDM now. If you are simply early for your migration window, the program may be configured to offer either or both of these two options: Schedule Reminder: The program will close the SSDM and remind you to run it again at the start of your window. Enter Queue: The program will "park" the SSDM until your window begins. This option lets you save all your SSDM entries from earlier screens, whereas you would have to reenter them if you simply close the SSDM now and then re-run it when your window begins. Usage volume: Your migration admin may have set a limit on the number of users who can run the SSDM at the same time. If that limit has been reached when you try to run the SSDM, even if you are well within your scheduled window, the program posts an error message and does not let you run the SSDM at this time. The program does, however, offer you the option to wait in a queue for the next open "slot" within the limit. This option "parks" the SSDM while you wait your turn, and saves all your SSDM entries from earlier screens, whereas you would have to reenter them if you simply close the SSDM now and then re-run it when your turn begins. If the SSDM is interrupted by any of these validation checks, the program may also offer you the option to Report This Issue, which would generate an to your migration administrator(s) notifying them of the problem you encountered. (Some admins configure the SSDM to send such s automatically, in which case the Report button would not appear as an option.) If this run of the SSDM clears all of the validation checks, then none of these error messages appears, and the program simply migrates your data as you have specified on the preceding screens. 15

16 Notes Migrator for Exchange Notes Migrator for Exchange Migrating Data The Migrating Data screen shows you the status of the migration process, noting the program s progress with your address books, mail file and archive. It also displays the folder name and the overall progress of the migration. The program will automatically advance to its final Migration Report screen when the process is complete. If you are running this migration on a workstation with the Microsoft Vista operating system, Windows Firewall may post a Security Alert like this: Click the Keep blocking option to dismiss the alert. (The alert, and your reply to it, are irrelevant to the migration process. The Unblock option would prompt you for administrator credentials, so the Keep blocking option is the easiest way to dismiss the alert.) 16

17 User Guide Migration Report The Migration Report screen appears after the migration process is completed. The screen indicates whether the migration of your Notes data was successful. If your migration is successful, just click the Exit button to close the program, and thereafter you can start Outlook normally. Your personal address book(s) have been migrated to contact folders in your new Exchange mailbox. Data from your Notes mail file replica is now in your Exchange mailbox. Data from your Notes archive is placed in a personal folders file (.pst) that carries the same filename as the source.nsf file. If any errors have occurred, the Migration Report screen offers an Error Log Report button (not shown here), so you can view the program log file for more information about the error(s). From the Error Log Report, you may also save the log file or print a copy for your system administrator. 17

18 Notes Migrator for Exchange Notes Migrator for Exchange When You Are Finished After the Self-Service Desktop Migrator has completed its run, you can turn back on any antivirus application that you disabled prior to the program run (see Before You Begin... on page 6). If you don t know how, ask your system administrator for help. If Mail Folders Do Not Open After Migration If any of your PST files (Mail Folders) will not open in Outlook after your migration, the likely cause is that you neglected to turn off a desktop-seach application prior to running the Self-Service Desktop Migrator. To fix this problem: Close the folder in Outlook, and then re-open it. 18

19 About Quest Software Now more than ever, organizations need to work smart and improve efficiency. Quest Software creates and supports smart systems management products helping our customers solve everyday IT challenges faster and easier. Visit for more information. Contacting Quest Software Mail Web site Quest Software, Inc. 5 Polaris Way Aliso Viejo, CA USA Please refer to our Web site for regional and international office information. Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to SupportLink, our self-service portal. Visit SupportLink at From SupportLink, you can do the following: Retrieve thousands of solutions from our online Knowledgebase Download the latest releases and service packs Create, update and review Support cases View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at:

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